Matthew J. Kelley
GOLD MEDAL WATERS
Boulder, CO
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CRD#: 4504752
Professional summary
Matthew Joseph Kelley, AIF®, CFP® is a registered financial advisor currently at GOLD MEDAL WATERS, INC. located in Boulder, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Biography
Gold Medal Waters is an independent fee-only financial planner and wealth management firm that has developed a specialty in serving the unique challenges and goals of medical professionals and their families - such as physicians and dentists - as well as clients who have significant assets and complex planning needs.
While not all of our clients are doctors, the majority of our clients come to us from the medical field due to our experience working with high incomes and our deep understanding of strategic benefit and retirement options for physicians.
Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy.
Question & Answer
What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Tax Planning
Investment Planning
Insurance Planning
Retirement Income Management
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Joseph Kelley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
August 13, 2004 - Present
GOLD MEDAL WATERS, INC.
RIA
CRD#: 132294
Boulder, CO
Past
June 19, 2002 - August 19, 2004
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
BROOMFIELD, CO
Past
May 17, 2002 - August 19, 2004
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GOLD MEDAL WATERS, INC.
GOLD MEDAL WATERS, INC. | KELLEY, MATTHEW JOSEPH | GOLD MEDAL WATERS, LLC
CRD#: 132294 / SEC#: 801-113866
RIA
Registered Investment Advisory firm - (8/20/2018 Approved)Colorado
Registered Investment Advisory firm - (11/8/2018 Terminated)Illinois
Registered Investment Advisory firm - (8/20/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(8/13/2004)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GOLD MEDAL WATERS, INC.
GOLD MEDAL WATERS, INC. | KELLEY, MATTHEW JOSEPH | GOLD MEDAL WATERS, LLC
CRD#: 132294 / SEC#: 801-113866
RIA
Registered Investment Advisory firm - (8/20/2018 Approved)Colorado
Registered Investment Advisory firm - (11/8/2018 Terminated)Illinois
Registered Investment Advisory firm - (8/20/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Boulder, CO
Mailing Address
4845 Pearl East Circle Suite 101, Boulder, CO 80301
Phone number
(720) 887-1299
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 636 |
| AUM (Assets Under Management) | $ 248,139,175 |
Red Flags
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